Sub-Account Management & Impersonation
Sub-Account Management lets brokerage owners provision individual login accounts for every agent on their roster.
What it does
Sub-Account Management lets brokerage owners provision individual login accounts for every agent on their roster. The Impersonation feature then allows the broker (or an authorized admin) to log in as that agent with a single click, see exactly what the agent sees, troubleshoot issues, and exit back to the master account at any time. A persistent impersonation banner reminds the operator who they are acting as.
Key capabilities
- One-click agent login without sharing passwords
- Nested impersonation supports agency → broker → agent in one session
- Persistent banner across the session shows you're impersonating, with a one-click exit
- Agent password setup link is valid for 7 days; resend a fresh one any time
Why teams choose this
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Brokers can troubleshoot any agent's dashboard view in seconds without needing credentials
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Stack-based nesting means agencies can impersonate a broker who can in turn impersonate their agents — full hierarchy support
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Password-setup URL flow onboards new agents without IT intervention